Aviva’s Evolution Petroleum EPM Stock Holding History

Aviva’s Portfolio EPM Stock Details EPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-36,857	Closed	-$226K	–	932
2024 Q1	$226K	Sell	36,857 -66,127	-64%	-$380K	﹤0.01%	939
2023 Q4	$598K	Buy	+102,984	New	+$631K	﹤0.01%	848

Other funds holding EPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aviva's EPM Position: Q2 2024 in Review

Aviva sold out of Evolution Petroleum (EPM) in Q2 2024, closing a stake of 36,857 shares — an estimated $226K sold.

Aviva first reported a position in EPM in Q4 2023 and held it in 2 quarters. The position peaked at $598K in Q4 2023. 102 funds tracked by Wall St. Rank hold EPM as of Q2 2024.

Aviva reported no remaining Evolution Petroleum position as of Q2 2024 after selling out during the quarter.
Aviva sold 36,857 Evolution Petroleum shares in Q2 2024, an estimated $226K.
Aviva first reported a position in Evolution Petroleum in Q4 2023 and held it in 2 quarters.
Aviva's Evolution Petroleum position peaked at $598K in Q4 2023.
102 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2024.

Based on Aviva's 13F filing for Q2 2024, filed 2 Aug 2024.